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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,854 | $110,337+19.5% | $102,383+28.8% | $145,877-9.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $5,831 | $4,216+38.3% | $3,870+50.6% | $4,663+25.0% |
| Participant deferral / active EE | $17,250 | $5,621+206.9% | $5,060+240.9% | $6,691+157.8% |
| Admin fee / account holder | $915 | $9,750-90.6% | $8,391-89.1% | $13,402-93.2% |